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Author Topic: Excluding current members from search for lapsed memberships  (Read 774 times)

philstevens

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Excluding current members from search for lapsed memberships
June 06, 2012, 07:01:37 pm
I've got a CiviCRM implementation for a large arts organization which has been around for over ten years. Along the way, several members have had their status go into "expired" only to renew at a later date, or to change to a different membership level (some become life patrons, for example). The staff want to contact former members and started off by running the standard Lapsed Members report, but this returns several patrons who are current members but have one or more expired memberships in their histories.

It seems that the logic we're after is quite simple (and I would have thought this was a common use case): If a contact record has a current membership, exclude it from the list of lapsed members. But none of the changes I've tried in the status rules produce this output, and the only way I can get it using front-end tools is to create a group from the report, filter the group for current members and tag those records, then remove them from the group. Do I need to write a custom report query or am I missing something really obvious?


petednz

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Re: Excluding current members from search for lapsed memberships
June 06, 2012, 07:09:38 pm
hi

so are you saying that a search for

Membership Status = Expired

is not enough because they might have another Membership that is still current?

if so how about

Group A = All Expired

Group B = All Current

then use the Custom Search 'this group not that group' to get just the Group A not Group B

.../civicrm/contact/search/custom?csid=4&reset=1
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philstevens

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Re: Excluding current members from search for lapsed memberships
June 08, 2012, 01:22:35 pm
Pete -

That's about what I've done, but it's a bit cumbersome to go through the steps. I may go into the query constructor logic so that my client can do it in one go.

cheers,

Phil

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